Interact to see
Advertisement
Advertisement
FBONX vs ONECX
FBONX vs ONECX Comparison
Open Charts FBONX vs ONECX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets251.2B
JPMorgan Investor Growth & Income C
Price$19.75
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets5.01B
FBONX vs ONECX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. ONECX (5.01B). ONECX (2.17) and FBONX (2.10) have matching dividends . FBONX was incepted earlier than ONECX: FBONX (5 years) vs ONECX (28 years). ONECX (1.49) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ONECX (8.00). FBONX has a lower initial minimum investment than ONECX: FBONX (250) vs ONECX (500). ONECX (8.32) and FBONX (8.16) have marching annual gain over last year.
| FBONX | ONECX | FBONX / ONECX | |
| Total Expense Ratio | 0.30 | 1.48 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.49 | 20% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 8.208 | 6.581 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 5.01B | 5,013% |
| Annual Yield % from dividends | 2.10 | 2.17 | 97% |
| Returns for 1 year | 8.16 | 8.32 | 98% |
| Returns for 3 years | 37.33 | 26.32 | 142% |
| Returns for 5 years | N/A | 31.06 | - |
| Returns for 10 years | N/A | 34.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement